Spurstone Advisory Services, LLC Top Holdings and 13F Report (2025) About Spurstone Advisory Services, LLCInvestment ActivitySpurstone Advisory Services, LLC has $5.25 million in total holdings as of December 31, 2024.Spurstone Advisory Services, LLC owns shares of 76 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $1,271,131Fortinet $472,400Exxon Mobil $365,522SPDR S&P 500 ETF Trust $341,098Chevron $292,576 Sector AllocationMap of 500 Largest Holdings ofSpurstone Advisory Services, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$1,271,1315,07624.2%Computer and TechnologyFTNTFortinet$472,4005,0009.0%Computer and TechnologyXOMExxon Mobil$365,5223,3987.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$341,0985826.5%FinanceCVXChevron$292,5762,0205.6%Oils/EnergyIWMiShares Russell 2000 ETF$249,4631,1294.8%FinancePFEPfizer$246,8089,3034.7%MedicalABBVAbbVie$213,2401,2004.1%MedicalUPSUnited Parcel Service$183,2231,4533.5%TransportationMCDMcDonald's$144,9455002.8%Retail/WholesaleTRVTravelers Companies$143,5705962.7%FinanceCARRCarrier Global$136,5202,0002.6%Computer and TechnologyMSFTMicrosoft$126,4503002.4%Computer and TechnologyCRWDCrowdStrike$126,2573692.4%Computer and TechnologyIBMInternational Business Machines$120,9065502.3%Computer and TechnologyOTISOtis Worldwide$92,6101,0001.8%ConstructionWBSWebster Financial$60,9621,1041.2%FinanceSWBISmith & Wesson Brands$47,4934,7000.9%Consumer DiscretionaryQCOMQUALCOMM$47,0073060.9%Computer and TechnologyRCLRoyal Caribbean Cruises$46,1382000.9%Consumer DiscretionaryHDHome Depot$44,7331150.9%Retail/WholesaleMRKMerck & Co., Inc.$37,2053740.7%MedicalBACBank of America$34,2817800.7%FinanceHIGThe Hartford Financial Services Group$32,8203000.6%FinanceFFord Motor$31,3333,1650.6%Auto/Tires/TrucksSNOWSnowflake$30,8822000.6%Computer and TechnologyLYFTLyft$25,4771,9750.5%Computer and TechnologySSentinelOne$24,4201,1000.5%Computer and TechnologyCECelanese$20,7633000.4%Basic MaterialsSOSouthern$20,0862440.4%UtilitiesAOUTAmerican Outdoor Brands$17,9071,1750.3%Consumer DiscretionaryXUnited States Steel$16,9955000.3%Basic MaterialsXELXcel Energy$15,7322330.3%UtilitiesCFGCitizens Financial Group$13,1283000.2%FinanceAEPAmerican Electric Power$12,7271380.2%UtilitiesVTRSViatris$11,3419110.2%MedicalINTCIntel$10,7465360.2%Computer and TechnologyMOAltria Group$10,4582000.2%Consumer StaplesQSQuantumScape$10,1201,9500.2%Auto/Tires/TrucksDFACDimensional U.S. Core Equity 2 ETF$8,7162520.2%ETFSWKStanley Black & Decker$8,0291000.2%Industrial ProductsDFAUDimensional US Core Equity Market ETF$6,5591620.1%ETFVZVerizon Communications$6,4381610.1%Computer and TechnologyKOCoca-Cola$6,4121030.1%Consumer StaplesCRCrane$6,070400.1%IndustrialsMUBiShares National Muni Bond ETF$4,901460.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$4,6981890.1%ETFDFUSDimensional U.S. Equity ETF$4,462700.1%ETFKDKyndryl$4,1521200.1%Business ServicesDUHPDimensional US High Profitability ETF$4,1221220.1%ETFGSThe Goldman Sachs Group$4,00870.1%FinanceDFAIDimensional International Core Equity Market ETF$3,9121340.1%ETFVTVVanguard Value ETF$3,216190.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,1211120.1%ETFPSXPhillips 66$2,848250.1%Oils/EnergyDFAEDimensional Emerging Core Equity Market ETF$2,435960.0%ETFIEFAiShares Core MSCI EAFE ETF$2,389340.0%ETFCXTCrane NXT$2,328400.0%Business ServicesBPBP$2,157730.0%Oils/EnergyDIHPDimensional International High Profitability ETF$1,690670.0%ETFVUGVanguard Growth ETF$1,64140.0%ETFVTEBVanguard Tax-Exempt Bond ETF$1,604320.0%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,023400.0%ETFXERSXeris Biopharma$6782000.0%MedicalHYDVanEck High Yield Muni ETF$674130.0%ETFVBRVanguard Small-Cap Value ETF$59430.0%ETFVBKVanguard Small-Cap Growth ETF$56020.0%ETFOGNOrganon & Co.$552370.0%MedicalIEMGiShares Core MSCI Emerging Markets ETF$522100.0%ETFVEAVanguard FTSE Developed Markets ETF$43090.0%ETFHOGHarley-Davidson$331110.0%Auto/Tires/TrucksEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$26730.0%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$254110.0%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$195100.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$18930.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$7830.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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